Salesforce Maps integration with the enhanced data model
Key Takeaway
In the enhanced data model, every Visit needs a Place ID and a Visit Template. Visits from Salesforce Maps schedules or Salesforce Maps Advanced visit plans get both values from a fast record-triggered flow that assigns defaults stored in a custom setting before the visit is created.
Agentforce Consumer Goods uses Salesforce Maps to plan store visits. Salesforce Maps also works out the best order of visits based on distance, travel time, and store hours. In the enhanced data model, the Visit object needs a Place ID and a Visit Template to work correctly. So visits that come from Salesforce Maps need extra setup before field reps can use them in the Agentforce Consumer Goods offline app.
What Salesforce Maps does for visits
Salesforce Maps sequences store visits by distance, travel time, and store hours. With Salesforce Maps Advanced Routes and Templates, managers can build visit sequences from these factors:
- Business logic
- Customer proximity
- Store priority
- Service-level agreements
- Store performance
Field reps then get an optimized daily list of visits on their mobile devices. Salesforce Maps Advanced schedules reps for in-person visits only.
Advanced maps for the enhanced data model support visit planning and route optimization. You can use advanced maps in Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Agentforce Consumer Goods enabled.